Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 71 U.S. retirement plans report holding JPMorgan Equity Income Fund Mutual fund - in their Schedule of Assets, totaling $94.7M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | PROGRESS SOFTWARE CORPORATION PROGRESS SOFTWARE CORPORATION 401(K) PLAN | BURLINGTON MA | 1,254 | $405.5M | $8.5M |
| 2 | MAC ARTHUR CO MAC ARTHUR CO. 2015 AMENDED AND RESTATED 401(K) AND EMPLOYEE STOCK OWNERSHIP PLAN | ST PAUL MN | 1,300 | $1.0B | $7.4M |
| 3 | CHECK POINT SOFTWARE TECHNOLOGIES, INC. |
REDWOOD CITY CA |
| 1,522 |
| $285.4M |
| $6.6M |
| 4 | MANNKIND CORPORATION MANNKIND CORPORATION 401(K) PLAN | WEST VILLAGE CA | 504 | $73.3M | $6.6M |
| 5 | M. HOLLAND COMPANY M. HOLLAND COMPANY 401(K) PROFIT SHARING PLAN AND TRUST | NORTHBROOK IL | 244 | $68.3M | $4.3M |
| 6 | GAMESTOP, CORP. GAMESTOP, CORP. EMPLOYEES' SAVINGS PLAN | GRAPEVINE TX | 6,663 | $153.8M | $4.2M |
| 7 | MEDALLIA, INC. MEDALLIA, INC. 401(K) PLAN | PLEASANTON CA | 1,030 | $212.7M | $4.0M |
| 8 | NORTHWEST NATURAL GAS COMPANY NORTHWEST NATURAL GAS COMPANY RETIREMENT K SAVINGS PLAN | PORTLAND OR | 1,264 | $343.3M | $4.0M |
| 9 | CHILDREN'S LAW CENTER OF CALIFORNIA CHILDREN'S LAW CENTER OF CALIFORNIA 403(B) PLAN | MONTEREY PARK CA | 566 | $71.5M | $3.7M |
| 10 | SEACOR MARINE PAYROLL MANAGEMENT LLC SEACOR MARINE 401(K) PLAN | MORGAN CITY LA | 261 | $56.6M | $3.3M |